What does a wealth advisor actually do all day? Heidi Foster has a surprising answer: she brings people peace.
With more than 30 years of experience managing investments for individuals, families, and charities, Heidi has seen it all — the spenders married to the savers, the retirees who don't know how to stop accumulating, the divorce clients, the inheritance clients, and the 20-somethings who just need someone to tell them to open a Roth IRA. She's a VP and wealth advisor at American Wealth Management, a USC and UNR MBA graduate, and a former executive at Wells Fargo's private bank.
But the thing that makes her exceptional isn't the numbers. It's the people.
In this episode, Heidi joins Liane and Annie for a warm, frank conversation about money, psychology, parenting, and why your financial mindset was probably formed before you were old enough to remember it.
In this episode, you'll learn:
• Why Heidi defines her job as bringing 'peace and confidence' — not managing portfolios
• How your relationship with money was likely shaped before age eight
• The 'save early and often' rule — and why a $10 latte could be worth $100,000
• What it's like to be a financial marriage counselor for spender-saver couples
• How Heidi balanced three kids with a demanding career — including when Wells Fargo wouldn't let her work from home during a high-risk pregnancy
• What skills you need to pivot into financial advising — and why career-changers often make the best advisors
• The Lion, the Witch and the Wardrobe story that explains everything about why Heidi does what she does
Heidi is a USC Order of the Laurel recipient, a Reno-Tahoe Twenty Under 40 honoree, and a FINRA registered representative. She's also the mother of three.
This one's for anyone who's ever felt afraid of their own money — and needed someone to tell them it's going to be okay.
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